Odoo CRM and sales automation

Control deals and salespersons

Odoo combines dozens of applications to work with customers from a moment of a request till the moment of rendering after-sale services. CRM system eases and registers salespersons' activities, reminds about planned actions and provides analytics.

You select and configure tools to reflect business specifics and improve management practices.

Odoo CRM System

Feature

Access leads in a mouse click

Dynamic Sales funnel with configurable stages

Phone calls and meetings planning, joint calendar

Quotation builder

Pricing based on advanced price list's rules and versions

Reporting, graphs, adjustable analytics

Keep data safe

Communicate with customers by pre-defined scenarios (surveys)

Clients are integrated in a classifier: tags, contacts, business and personal info

Products and categories, prices and descriptions

Attributes and variants, including advanced costing

Sales sources and channels

Customer portal

Automatic duplicates' removal

Tools

Integrated email system and discussions

Sales teams and flexible configuration

Motivation and bonuses

To-do reminders

IP-telephony tools

Invoicing and payments

Delivery management

Odoo product catalog

Use CRM with compatible Odoo modules

Finance E-commerce Point of Sales